SIA
Schechter Investment Advisors’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $393K | Sell |
2,500
-302
| -11% | -$47.5K | 0.03% | 419 |
|
|
2024
Q4 | $376K | Sell |
2,802
-33
| -1% | -$4.43K | 0.03% | 443 |
|
|
2024
Q3 | $396K | Sell |
2,835
-93
| -3% | -$13K | 0.03% | 439 |
|
|
2024
Q2 | $388K | Buy |
2,928
+62
| +2% | +$8.21K | 0.03% | 427 |
|
|
2024
Q1 | $397K | Buy |
2,866
+5
| +0.2% | +$693 | 0.03% | 433 |
|
|
2023
Q4 | $374K | Buy |
2,861
+38
| +1% | +$4.96K | 0.03% | 412 |
|
|
2023
Q3 | $353K | Sell |
2,823
-62
| -2% | -$7.75K | 0.03% | 416 |
|
|
2023
Q2 | $400K | Buy |
2,885
+57
| +2% | +$7.9K | 0.04% | 426 |
|
|
2023
Q1 | $374K | Buy |
2,828
+235
| +9% | +$31K | 0.03% | 474 |
|
|
2022
Q4 | $332K | Sell |
2,593
-143
| -5% | -$18.3K | 0.03% | 604 |
|
|
2022
Q3 | $291K | Buy |
2,736
+96
| +4% | +$10.2K | 0.03% | 716 |
|
|
2022
Q2 | $300K | Buy |
2,640
+492
| +23% | +$55.9K | 0.03% | 710 |
|
|
2022
Q1 | $255K | Buy |
2,148
+489
| +29% | +$58.1K | 0.02% | 761 |
|
|
2021
Q4 | $231K | Buy |
+1,659
| New | +$231K | 0.02% | 761 |
|